appreciate the panel, as well. "fast money" coming up in a couple seconds. what's on tap? >> we have the co-founder of the company that's disrupting media. they captured the holy grail of mostly male demographics, 18 to 34 years old. the founder says they would be stupid not to test the markets at this point, considering how much cash they're throwing off. >> people in our business talk so much about them and what they're up to. looking forward to that. >> "fast money" starts right now. live from the nasdaq market site in new york city's times square. our traders are brian kelly, karen finerman, dan nathan and guy adami. citigroup getting news that its subsidy is the target on an investigation. >> we think that the company is facing a tough time with all of the international upset and particularly as a result.

what went on in mexico where they let $400 million out the door without basically, you know, stopping it. >> find out where bove thinks this stock is going next. first, have the momentum names officially lost all of their momentum? facebook, twitter, amazon, tesla, fireeye, all under pressure today, significantly underperforming the broader market, as well. specifically as technology. what is going on here? >> i think what's happening is people have decided, once the momentum is over, then people start to trip over themselves getting out. we talk about the roach motel many times. it's easy getting in these names. sometimes rather difficult getting out. i think that's what we're in the midst of. i think we saw the same thing a couple weeks back with the biotech. it made it to priceline, tesla, amazon, netflix of the world. and i think it will abate. i think out of the list, tesla is still the most interesting one from the long side. but i wanted the bounce to be

better. and it hasn't been. >> it has to feel like quicksand for people who rode them up and are riding them back down. how do you manage a position if you're in them and you are feeling the crush? >> you cut it. we said this on numerous occasions. stocks overshoot on the upside. we saw it for almost a year and a half with a lot of the names that guy just mentioned. they have a potential to overshoot on the downside, too. a lot of these things are entering bear market territory right now. forget the ones that don't have high barrier entry like a yelp. or other positions like a pandora. think about netflix and amazon. these are names that we all know and use. and to me, these guys have had little directicorrections here,. amazon is down 15% in a month or so. to me, if you want to manage the risk of these things, you got in and you have gains, you have to cut the position. >> that brings us to the first shocking trade of the evening. we have two of them. brian kelly, in terms of

managing position, tesla, what did you do? >> sold out of the whole thing. and made a tiny, tiny little profit on it. here's an example. tesla, to me, a couple weeks ago, looks like fireeye did today. fireeye down 10% today. tesla did the same thing about 200. at 200, i bought more. averaged my position with the intent of on any bounce, i need to get out of this thing. i was fortunate to get out of it with a tiny, the slimmest of profits. but at least i live to trade another day. >> fireeye, you're still in it? >> i'm in it. and it's making my eyes fiery. but today, 55. very important level. if we break lower than that, i will have to cut the position and get out of the loss. but i bought a little more today. >> i'm sure a lot of people are saying, we've seen huge pullbacks. are there any values here? that brings us to our shocking trade number two. >> i love this. >> of the evening. and it's from karen. what did you do, karen? >> i bought some pandora. i don't know if it's value

because with some of the metrics, it's hard to say on the valuation basis, it's great. i've been intrigued with their business for a long time. i love the product itself. and i've been wanting to own it. it was so far ahead of where i would ever buy it. it almost ticked at 40. if it gets close to 30, i'll buy some of the p.a. i'll do some work on it. and if i like it, we'll consider it for the fund. if i don't like it, i'll take it down. i'm down a little bit of money. didn't take long at all. but all that having been said, i am very intrigued with the business. what to do with 75 million subscribers. >> do you monetize it? >> i don't know. i don't know how much room there is in elasticity they will face when they jack up the price. >> i don't pay for it. and i never intend on paying for it. >> i pay for it. i'd pay twice of much for it. >> are they going to have a netflix moment when they raised

prices? and customers fleed en masse. >> and they came back. >> and the product changed. they don't have competition. netflix doesn't. pandora has it all over the place. iradio, google, spotify. this is one that's vulnerable. >> i want to talk about a stock that's in its own bear market, that is twitter. and the question we ask is twitter dead money? the stock has declined about 19%. down 30%, since the beginning of the year. so, we're bringing it back. time for a good, old-fashioned street fight. brian kelly is the bull. nathan is the bear. we kick it off with b.k. and the bull. >> i'm long twitter. i'll tell you why. i think the sentiment on this has gotten completely out of whack. i'll give you a stock that's at $20 in november. stock is at 20 bucks. it had an 800 million share lockup. in the next year, the stock went up to 50.

you know what stock that was? facebook. everybody was afraid that the insiders would sell a ton of their shares. they didn't. and in one day, it went up 13%. now, business insider, in december 2013. i'm not picking on them. but they had a story about facebook, how it was broken. the stock was in the mid-50s. went to 65. just recently, they had a story about twitter, the eight things that are broken about twitter. twitter is activity trying to fix what's wrong. i think the sentiment can only get better from here. please, go ahead. >> i wouldn't come back at this stock with your bitcoins at the moment. let me tell you why i wouldn't touch this stock right now. his comment about the overhang about you know the shares that will come unlocked, it's totally flawed. when facebook had their lockup, it was six months after. and the stock was down 50%. there was nowhere else to go. as far as concerned with twitter, the stock is still up 70% from its ipo price.

insiders could not sell. 474 million shares are coming unlocked on may 6th. it was an 80 million share ipo. this thing is going to go lower from here. the user engagement is a disaster. you have to be careful. twitter will have their facebook moment when it gets bottomed out. but it hasn't had it yet. >> guy adami? >> that was hot. >> it was pretty hot. >> you noticed, by the way, due to these two fighting -- >> we had to separate them. >> yes. >> i don't know, what would have happened if they sat next to each other. >> it could have been dangerous. >> so, where do you stand on this? >> listen, wise guy. you're so wrong. i'm actually sort of with you on this one. we talked about it last night. i thought the stock was going to hold 46 1/2, 47, it did not. traded miserably again today. technically, it does feel like it's broken. dan would submit that $40 is probably his level. and it feels like it might trade

there. >> we're talking about a whoosh in momentum names and twitter is swept up in this. not only does it have a lockup of expiration. but it also is swept up in the bad environment for stocks of its ilk. >> yes. having been now long a little bit of pandora, i'm not inclined to build out my portfolio. i would take a pass on this one. >> we want to know who you think won street fight. use bull for beaks or bear for dan. we'll tally the votes and unveil the big winner at the end of the show. no prizes except for the pride of winning. new drama here at citigroup today. dick bove will tell us whether today's dip is a buying opportunity for the stock. and later, vice, the company that's disrupting the media space, gaining access in places like north korea and making it appealing. plus, the co-founder is considering going public. he'll join us live, on set, here at "fast." stay tuned.

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finance business in mexico city. that's what dick bove highlighted last week on "fast." >> we have a sell on citigroup because we think the company is facing a pretty tough time with all of the international upset. and particularly, as a result, what went on in mexico, where they let $400 million out the door, without stopping it. >> well, he's back. dick bove is, to share his thoughts on citi. thanks for being back with us. if jpmorgan can survive the whale, why can't citi survive a fraud charge? >> it's the tip of the iceberg. if you think about this company, over the last dozen years, it's had four different ceos. and if you go back 15, it's had six different ceo administrations. the company was effectively bankrupt in the middle of the 2000s. and if you look at where it stands today, it's got -- well, it's been ripped apart.

in other words, it had to get rid of huge chunks of the company. its insurance business, its brokerage business, asset management business, and smaller operations, the bank in germany. it has two banks which it owns outside the united states, 100% of. if you look at the bank inside the united states, you know, it's the only major bank in the united states which showed an increase in loan losses in the fourth quarter. and for the last three quarters in a row, revenues have gone down. the company is operating with negative operating leverages. and now, you know, the government, you know, leaks the story to "the new york times," indicating that it's going to throw a bomb at the company. you know, $400 million is not the issue. the issue is mismanagement in a very complex institution. >> dick, it's karen. you've been right, it's been a sell. i'm long. i think, you know, it's undervalued here, clearly. they have a black eye from last

week. they have this. those two things are already out. do you have some level -- i saw maybe this isn't right, a price target at 45. how do you get there? and it feels so strongly at 47 1/2 and 48, that it's a sale? >> dropping from 47 to 48 and 45, is not a major move in any way, shape or form. as you indicated in the past, its book value is relatively high, versus where its stock price is at the present time. what i'm saying is, look. this company has not generated increased revenues for quite some time. this company's costs are running too high. on that basis, i don't want to own the stock. particularly if what's coming at this company is a major fine, which seems highly likely. and the fact that the government is going to throw at them, either the anti-money laundering law, or the bank secrecy act. and that's going to force the company to go back and rethink a

whole bunch of divisions internally. what is the point? where is the opportunity? the opportunity is in bank of america and wells fargo, and a whole bunch of regional banks. the opportunity is not in this company. >> what you're saying is citigroup is the outlier in a space. does that earnings release matter in terms of your forecast? or is this a nonearning story at this point? >> i don't think it's an earning story at this point. but i think the quarter will be disappointing. i don't see how this bank is going to come up with a reasonable revenue number in for the first quarter of this year. but i think your statement is correct. what i would like to see is a stable management team. i don't think any manager should be fired. they should all stay in place and learn how to do their jobs. but the point is, it needs a stable management team. it needs a clear vision, which it does not have. it needs to take these different

divisions that it's operating and straighten them out. get them to the point where they're generating revenues. that's not happening in this company. and i don't want to buy a stock where the revenue growth doesn't exist. >> dick, great to have you. thanks for your time. dick bove, rafferty capital. likes bank of america and regional banks. brian kelly, where do you want to go on this? >> nowhere. i don't want to be in the banks. here's why. if you get in the banks, you have to believe that the economy will get better and they will be able to loan money at higher rates. the banks are run tremendously. why don't i want to buy a u.s. steel or a.k. steel? i would like to go in those places if you think the economy's going better. that being said, u.s. steel has had quite a run. do i wake up tomorrow and go whole-hog in them? probably not. i go for a pullback. >> how long do you hold on to this? the catalyst had been, hopefully, for investors, a return of capital. >> that wasn't the catalyst for

me. the dividend, that was not a catalyst for me. it was a return to some sort of normalcy on an earnings basis. and valuation, you know, 80% of book. so, that still exists. but that said, i do agree with dick. i have bank of america. i like it. i have more. >> i want puts. i think a bad q-1 is baked in the cake as it relates to bank stocks here. they act okay relative to the s&p. what i don't think is baked in is a poor q-2 and the balance for the year. a big portion of the xlf. i think seven of the top ten names report in the next week and a half. we're going to get a good view here. i bought half the money puts in april. i think the stocks will come in 5% to 10% in the next month. >> last time we talked to dick, he made -- he's been right. but we said as long as it held 46-ish, it's going to be okay. and i'm not playing stock market here. but it bounced north of 50 bucks. but the fact it keeps, i guess

for lack of a better word, gravita gravitating, because gravity pushes things down. >> pulls things down. >> harvard. >> that's the difference there. >> anyway. >> big difference. opposed to levitating. if it breaks 46 this time, and it might come on the earnings release, you have to be careful. you have to start saying, maybe the stock is broken. as dick says it is. liberty media is slashing its stake by 90% in barnes & nobel. what's in the massive change of heard? and dan nathan is back with another chart showing the triangle of death pattern. could it take investors to the grave? we'll explain later on. >> look at that camera. make a mean face. quick.

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news on gm, disclosing a premeasurement charge of 400 million, related to change in venezuelan exchange rates. we're going to hear about this throughout earnings season. but this is shocking trade number two for karen, actually. what did you do with gm? >> we sold our gm. i feel it's going to be a long wait. i like gm. i like mary barra. they had good data yesterday, which is nice. i feel like it's going to be a long wait. it's sort of dead money. i don't know what to do. if this is the bottom. two days ago would have been the bottom. i feel like it's going to be a wait for them to clear this up. >> yelp, facing a social takedown in "the wall street journal" today, with the headline, yelp reviews, free

speech versus fairness. this may be a case headed to virginia supreme court. one businessman says a surge of negative reviews on his site hurt his company. >> where are the checks and balances? this is one of the companies where the edges are very low. this company is down 30% from the all-time high it made this year. and it's still up on the year. i don't get it. they have 225 million in sales last year. and a 5 billion market cap. this is one of the things you have to avoid. that being said, if you see the stock back towards a really important support level, around 65, it's the average, you can pull a karen and take a shot for something because at some point, there is some value. you know what i mean? >> why is that -- >> i'm just buying crazy stuff. >> i've been doing this for years. i almost fell out of my seat when i heard that. but i wouldn't touch it here, the yelp. >> the yelp. >> liberty media closes the book on its barnes & nobel

investment, shares dropping, as the company cuts its stake up to 10%. is amazon to blame here? here is john jannarone. >> j.j. flash. love that, man. >> at this point -- and "flash" music. >> little freddie mercury, right at you. >> why now? >> they made a little bit of money on this. the problem you've got here is the playing field is not level when you're competing with amazon. these guys had that problem. >> and they just realized that now? years after they make the initial investment? honestly, they bought it because of nook? kindle was big then. >> i think they believed in nook. it's tricky. the physical books have been under attack at amazon for a long time, as long as amazon's been around, almost 20 years. then, you come out with a digital product. you can't compete with these guys. amazon is going to invest more and more money. and its investors don't care what their operating margin looks like. then, you have barnes & nobel.

and investors care very much about how much money they make. >> why do they bother keeping any sort of stake in barnes & nobel? >> it's only 10% of the original stake. the original stake was 17%. i don't know. i think it's just kind of a sign they didn't want to completely ditch them. but i think -- i actually think there is still opportunity here. >> in terms of barnes & nobel? >> yeah. >> this is not the death nell of bks, the stock? >> i don't think so. if you look at it, it's incredibly cheap. and something interesting happened last year. ebook sales pat plateaued. people are not buying that many more ebooks. everybody that wanted to do it has done it. that's a good sign for the traditional books business. >> just because ebook sales are flat, means traditional books are going to sell more? >> they're not going to sell that much more. but they're not going to go into steep decline. that business will probably fade very slowly. but in the meantime, it makes a

lot of money. this company raids at 3.8-times this. if you take out the losses. >> is there a secular decline in reading? i'm reading haunted empire about steve jobs, since him. >> he's surprised because you're reading. the look on his face. >> when jobs was associating with the publishers for the apple's ibook store, in america. 40% of americans read one book a year. so, maybe there's just this massive secular decline in books. old guys like him, he's never going to buy an ebook. he needs that one book a year. >> just saying. >> there might be something to that. the decline in their sales might partly be a function of that. this is not a growth story. there might be value here. it's incredibly cheap. i don't think there's that many people that are excited about it. i don't think they're going to get a huge takeout offer for the nook. but the company is not falling

apart. it generates a lot of cash. >> does it generate cash? >> yeah. well, the traditional business it does. >> but in the meantime, though, they've been spending just gobs on nook, losing that. >> it's getting better. >> okay. shut it down. >> the last quarter -- the last quarter, the negative 62 million on the nook. the year ago, was more than twice that. so, they're making improvements. maybe some time next year, it will break even. but in the meantime, there's another thing that can happen. with malone gone, they can split up the company. they had locking rights, which they may have -- i can't confirm this, may have taken advantage of last year. the chairman wanted to buy the traditional book piece. >> john, great to have you. j.j. flash. >> play the tune for him. >> that's "flash gordon." >> you hear the crack about being an old dude? nobody even commented on that.

>> well -- it speaks volumes. coming up next, it's the company that's changing the future of media. gaining unparalleled access into companies like north korea and keeping a stronghold on the millennials. strain smith joins us on set.

welcome back to "fast money." we're watching shares of mercury systems. this is a small company that provides digital signal and imaging processing systems. a report from reuters says that boeing is considering an acquisition. the valuation is $440 million. mercury is a supplier to a company that boeing acquired back in 2010. mercury systems had hired partners last month for a sale reportedly. and reportedly looking for something closer in the range of $500 million. no other aerospace companies appear to be in the running, according to this report. it appears there are private equity firms that are looking at it. but at the moment, boeing appears to be interested in maybe being one of the buyers here. guys, back to you.

>> thank you very much. take a look at shares of boeing. last year, it had been a great streak. and it came to a halt here. >> in mid to early january. as it started to approach 135, one of the things we said, as boeing gets toward 20-times forward earnings, historically means it's a little rich. and that was true with 5 bucks or 6 bucks in the stock. it held 120 in the pullback. got a bounce. held it again. i think the stock, if you think the tape is okay, which you can make an argument either way. i think 120 is your line in the sand. i think boeing is okay at 128 here. one media company is disrupting the way people are getting their news. vice is a multiplatform powerhouse that delivers content to 129 million viewers and readers every month. the it's rumored to be eyeing an ipo in the future. let's bring in the co-founder and ceo of vice, shane smith. great to have you with us.

>> great to be here. >> let's talk about how your company is disrupting the industry. you have 18 to 34-year-olds. 60% of your audience is male. and you dispel all of the myths about the way people consume news because your pieces tend to be longer. the notion that people don't have the attention span seems to be false here. >> yeah. when we were first did our experiment with youtube. with the original channel project they did, we were told, keep it small. keep it short. sub two minutes, which was the average. and since we do longer-form documentaries, don't do anything international. don't do any news. we did long-form, international news. and we were doing 28 minutes on youtube. that's huge engagement times. that was the most democratic video platform telling us, we do like news. we like it in long form. and we're going to watch it for a long time. >> how do you monetize this? that's the other holy grail here in terms of multiplatform.

>> sure. i think for us, we do a lot of partnerships with brands. we do a strategy for the brand. we create content. and the media around the brand. and we activate it. we monetize it five ways before we go to air. then, our real margin is coming from, we license it to mobile in india. we license it to online in china. we license it to tv in europe. and tv here. and we can make pure margin on everything we license. >> you must be looking around at your industry at some of your quote/unquote competitors. even online media, thinking they've got this wrong. >> yes. >> i think everyone is saying can linear make the jump to online? and i think if you're asking that question, you're already dead. the question is, can they make the jump to mobile? if you're going terrestrial to online to mobile, you've lost.

now, it's mobile. if you have to do three, you're done. our demo, people who work for us is 24. they don't have pcs. they have either just their phones or a tablet. that's it. it's going to be consumption on mobile. we're doing a big, big project in india. we believe as goes india social, goes the world. they have the youngest population. what happened with pcs when they got modified. they have pirated smartphones from china. the only thing making money, what's the differentiator? what's the exclusive content i can get in this box versus that box. everyone spent money on platform. no one spends money on what fills the pipe. >> at the same time, you want to be on tv. this is season two, right, of "vice," on hbo. >> we're a platform agnostic. we do mobile. we do online. we do tv. we do film. >> do you need a channel? >> we don't need one.

>> do you want one? >> when we were younger, we had stores. and we realized, if we made our own clothes, we could double our margins. if we're making so much tv that we're selling all of this all around the world, why wouldn't we own the platform? we doubt distressed media assets like i.d. magazine. turned them around. put them online. we believe there's a lot of distressed media assets out there that could make a lot of money, if they were turned around. so, we're looking. >> let's get down to business here. >> uh-oh. >> the plans for your business. you said in the past, you plan on $1 billion in revenues by 2015 or so. that your profit margins, you're aiming for 50%. that's enormous. valuation-wise, rupert murdoch invested in your company, placing the valuation at $1.4 million. what do you think your company is worth today? north of that? of course. >> those were done, first of all, on 2012 numbers, that valuation. we doubled in 2013.

we double again in 2014. we sold more in q-1 in 2014 than all of last year. we're growing our revenue and our margins exponentially. on top of that, our scale is growing exponentially on all platforms. on mobile, online and of the. you get to the point where there's three things you can do. you can sit there and own the company and dividend out the money. that's nice. you can do a strategic merger. now, we're at a point when there's really only two companies that could do that with us. which depresses the price. or you can look at -- >> traditional media companies. >> correct. or you could do -- there's four companies that could afford it. two of them aren't going to do it because they refuse to say they're content companies, even though 70% of their money comes from selling ads. and there's two major media global companies. then, there's going public. if we want to be the fifth major media company in the world, which we do, you have to have

enough capital to go in there and do that. and one of the options we would look at would be going public. >> that's a long-winded way of saying, yes, you plan on an ipo. >> we're going to look at all three options. >> when do you think this would happen? >> you said that valuations are rich right now. you want to capture that while you can. >> yes. we have no immediate plans for an ipo. we are looking at all options. we're lucky that we're throwing off a lot of cash right now. we're in a great position. you know, we're not looking to sell the company. but we are looking at all of our options. >> all of your options. okay. not immediate. what does that mean? tell us a little bit about some of the big stories that you're -- you, unlike the head of other media companies, you do the reporting yourself, as well. you're in the mix. what are you working on right now? >> i have a story coming out on

dagestan for the anniversary of the boston bombing. we follow in the footsteps of one of the alleged boston bombers. the university of terrorism. the top terrorists now in russia and syria are coming out of dagestan. that's a big piece that's coming out. there's a fascinating piece about genetic passports that are being issued in russia and kazakhstan. they used to do experimental testing of atomic weapons. and it's changed the human genome. we have for lack of a better term, mutants. genomes that have been mutated. they're looking at genetic passports for, which is causing a lot of questions. >> amazing. shane, thanks so much for your time. we appreciate it. >> thank you. >> you're sitting right next to one here. >> all right. >> old mutant. coming up next, the triangle

of death is back. dan nathan finds the bad omen over one company. he's going long with the stock. tastes like chicken. can meat substitutes hold their own against the real thing? the ceo of hanes celestial joins us. humans. even when we cross our "ts" and dot our "i's", we still run into problems. that's why liberty mutual insurance

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welcome back to "fast money." investors appear to be ordering up grub hub's ipo. word is recording that it set its price for $26 a share. that's above the range of $23 to $25 a share. they also increased their offering from 7 million to 7.4 million shares. it appears they are raising $192 million. this company has seen its revenues increase by 67% over the last year, after merging with seamless web, a popular online ordering system. and they have been profitable. they are spending a lot to try to increase their market share. >> thank you for that. karen, you took a look at this one. >> this is a great business. you know, at that -- it's going to trade way higher.

it's a great business. >> you're not going to be a part of it? >> i would love to be. we signed up. wildly optimistic. >> triangle of death. and for that, we go to dan nathan. >> death. this is a fancy or nasty way of saying this is a bad head and shoulders top here. you look at the chart. we have it up here. for months, it made a series of higher highs. costco, there you go. and then, since a couple disappointments over the last few months, it made a series of lower highs and lower lows. i pulled a george costanza moment. you know, chicken salad on -- >> rye. >> there you go. to me, look at that chart right there. over the last year, it tested that 110 level. it held it. the next week, on april 10th, they have march sales. a string of disappointment. the least good news is going to pop that triangle. i bought some april calls.

>> this was your final trade yesterday. it's shocking to hear it's in the triangle of death. >> i'm trying to do a little -- >> brave. >> let's talk corn prices. hitting their highest levels in eight months after the usda said farmers may plant the smallest amount of corn since 2010. are higher food costs being passed along to the consumer. let's bring in irwin simon, ceo of hain celestial. the head of the u.s. business says he expects pricing for almonds, dairy and commodities to rise. and the cost increase will be passed on to the consumer. >> it happens every year. the crop goes into the ground. we talked about cold winters. we have a protein business. it was a cold winter. and next year, thanksgiving will watch the price of turkeys. we hear about the drought in california. there's a lot of irrigation. almonds, prices almost doubled

on almonds. you're going to see prices going up. but on a percentage, and you come back and look at prices, how big a percentage is it? on the other hand, as a company, we're looking to take $50 million of productivity costs, in better packaging, better efficiencies. >> trying to offset the price increases? >> we're going to have a price increase. but we need a 10% price increase. we're not out there raising prices 10%. it's 2% or 3%. and listen, that's trying to get scale. and one of the big things today, with hain, we're the largest grower of genetically modified-free ingredients. we're sourcing around the world. in africa, uganda. how do we buy it cheaper? how do we produce it cheap center and how do we make healthier food affordable for everybody? >> you answered a number of questions. you answered it well. last quarter, by your standards was not a fantastic quarter. and the stock acted in kind.

just be honest. we said a number of times, every sell in the stock was an opportunity. was that a one-off quarter? anything stand out in that quarter? can we look forward to something better going forward? >> we hit record numbers. a record quarter. >> don't play the ceo game with me. you know what i'm talking about. >> since then, we did an incredible acquisition of this company called tilda. i'm big into race. basmati rice. and you think of the gmo-free. center of the plate. the land is getting scarce. growing rice is easier than raising cattle. eating healthy, not a fad, not a trend. sprouts growing their store base. we're growing double-digits. our consumption last quarter was 10%. we're all juicing. we're all snacking. you know, in my standards, you know, i have high, high

expectations. >> i know that. >> i love to see double-digit growth. double-digit eps growth. margin. great acquisitions. today, listen, hain turned 20 just recently. we're closer to a $2.5 billion company. and it's just an early stages of eating healthy. yes, my expectations are pretty high. and you know what? they should be because consumers that are paying a premium should expect -- >> i want to ask you about the meatless thing. >> what do you think of it? >> an article in "the new york times," talking about the chickenless chicken. and there's a funny analogy in the article. saying when electric vehicles first came out, they were terrible. and now, we have the tesla. and it's implying that meatless food tastes like meat. is that true? >> you come back today --

>> meat? >> the vegetarian stay -- meatless monday. and looking to reduce your meat intake. but what i said about rice before. the fastest-growing, you know, demographics among the population is college students. and you put that on a miniburger with a little bit of mustard. and i'm -- >> really? guy, try it. >> can i try it? >> jump in, man. >> what do you mean, you'll try it? haven't you had this before? >> this is great. this is great. >> i think it's pretty good. >> all right. we've got to go, irwin. but thank you for coming by. and talking about rising food prices. >> i'm here. >> irwin simon, ceo of hain. what's the trade here? you've been in the stock, karen. what do you think? >> it's expensive. i love irwin. he does a fantastic job. >> great resource there. >> yes. is there any price at which a

great thing is too expensive? >> that's a philosophical question. still ahead, the results of our bull and bear twitter debate. there's time to cast your vote. who will win the street fight crown for this week? stick around and find out. plus, dan nathan is checking out plus, dan nathan is checking out the moves of soda stream. [ bagpipes play ] make it happen with fidelity active trader pro. it's one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need,

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only from xfinity. today is the first day of trading for google's new shares. the class c shares, that trade under the ticker goog. and class a will trade under googl. both are up around 0.5%. so, dan nathan, what do you make of that? >> i think it's interesting. i think we're talking about soda here. >> it looks like there's a spread. that's a tiny amount on the stock this size. it's trading efficiently. >> let's get to soda stream now. losing streak this year. down more than 13%. but some traders think the stock could rally. dan's at the smart board with

the option action. soda stream. >> quickly here. the stock had this bounce, ever since coke took that stake in green mountain. it's stalled out. today, options volume traded 2 1/2-times daily volume. but it's a risk reversal out in october. where a trader sold 4,000 of the october 35 puts. it used the premium. the proceeds of that to buy the october 250 call. and paid nothing for that. what it does here, if you look at the chart. this is interesting on a one-year chart. it makes the break-even down towards the 52-week lows. the trader would put the stock at $35. that's down about 18%. or an october expiration, would be long. this is the gap level from last quarter's earning. >> you can catch "options action" every friday, at 5:30 p.m. eastern time. coming up next hour on "mad money," cramer has an exclusive

with aig ceo. here's what he said when cramer asked what he was concerned about for the company's future. >> one thing i woish about is insurance companies. while they don't have government guarantees, we have to make promises into the future. and we have to live up to them. and you can see when insurance companies fails, what it does to a family down the road. and regulators want to make sure we're running our companies the right way, so that we're here to deliver on our promise. >> of course, you can catch the full interview coming up, top of the hour on "mad money." we have your first move tomorrow when we come right back. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ]

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could save you fifteen percent or more on car insurance.s everybody knows that. well, did you know bad news doesn't always travel fast? (clears throat) hi mister tompkins.

todd? you're fired. well, gotta run. geico. fifteen minutes could save you fifteen percent or more. we tallied up all of the votes. there were many. thank you out there. and you all said that dan, the bear, won this debate on twitter. >> oh. >> that means that b.k. is the loser. >> well -- a contrarian. >> we'll see who is the winner in the market, right? >> that's right. >> the final arbiter is what happens to the stock, as guy adami would say.

>> that's true. >> price is truth, i've heard before. >> should write a book. let's do the final trade. extended final trade today. let's go around the horn. brian kelly? >> i like cnx. it's with the natural gas. and with the coal. >> good combo. >> after eating the meatless. karen? >> i like spirit. this is a name we haven't talked about in a while. they have a bit of an issue cleaning up one of their plants. bank of america. i like bank of america, too. both. i have spirit and bank of america. it's a merger. >> amazing. dan? >> i think some of the high valuation momentum names. i think they continue to roll. i don't think the s&p has to crater right here. i bought puts in tan. i think solar has a way to go

lower. >> that faux sausage. this is guy's quote, it felt like sausage. >> put that in your book. gm traded well today. i like gm. >> i'm melissa lee. thank you for for more fast. meantime, "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make funds, just trying to make you a little money. my job is not just to entertain you, but to educate you, so call me at 1-800-743-cnbc, or tweet me @jimcramer. now declining less than a point, s&p dropping, nasdaq plunging 0.91%. i think it's time to reflect on the virtue of falling prices. falling prices. and w